>>> WHEN IT COMES TO FINANCIAL
COACHING AND FINANCIAL
EDUCATION, FREEDOM FIRST
CONTINUES TO BE A NATIONALLY
RECOGNIZEDPACESETTER.
JOINING ME TO TALK ABOUT
FINANCIAL EDUCATION IS TIM, THE
VP OF COMMUNITY DEVELOPMENT.
IN.
>> GREAT TO BE HERE.
>> WE ARE SHARING SOMETHING
CRITICAL.PREFERS RECENTLY HAD
THE HONOR OF BEING FEATURED BY
THE WALL STREET JOURNAL AND
METLIFE FOUNDATION AND YOU ARE
ONE OF FOUR GLOBAL FINANCIAL
INCLUSION PROJECTS THAT ARE
CREATING LASTING IMPACTS.
THERE WAS A VIDEO, TELL US
EXPERIENCE.
HATS OFF TO THE WALL STREET
FOUNDATION.
IT WAS A GREAT EXPERIENCE.I
THINK THE STORY HIGHLIGHTS THE
INCREDIBLE DEDICATION THAT
COMMUNITY DEVELOPMENT FINANCIAL
INSTITUTIONS LIKE NUMBER STAFF
AND HOW WE TAILOR OUR PROGRAMS
AND SERVICES TO FIT THE NEEDS
IN THE COMMUNITY.
>> WE WERE JUST TALKING ABOUT
THIS, THESE ARE ACTUAL NUMBERS.
>> THEY DID.
>> IT MUST BE NICE
BECAUSE YOU
ALL HAVE SUCH GREAT INTENTIONS
OF ACTUALLY HELPING PEOPLE AND
THAT LIKE?
>> THE MEMBERS THAT WERE
HIGHLIGHTED HAVE ALL BEEN
THROUGH OUR FINANCIAL COACHING
AND COUNSELING PROGRAM AND WE
ASKED THEM TO COME DOWN AND
SHARE THEIR EXPERIENCES .THE
PATHWAYS MODEL IT IS A VERY
NONJUDGMENTAL COACHING.
WE ARE NONJUDGMENTAL AND
NON-PRESCRIPTIVE.
BASICALLY WE WANT TO HELP
INDIVIDUALS IDENTIFY WHAT GOALS
THEY HAVE MAY BE WHAT SOME
CHALLENGES ARE AND HELP THEM
THROUGH THAT PROCESS.
>> RIGHT.
BECAUSE MONEY CAN BE A TOUCHY
SUBJECT AND THEY CAN BE NERVOUS
ABOUT TALKING ABOUT IT.
WAY.
LET'S TALK ABOUT THE RESULTS
YOU HAVE SEEN FROM THIS
COACHING.>> ONE OF THE BEST
THINGS ABOUT PATHWAYS IS WE ARE
ABLE TO COLLECT REALLY GOOD
OUR PROGRAMS ARE HAVING.
WHEN SOMEONE COMES IN WE
CONCEDE THAT 12 MONTHS LATER
AFTER THE COACHING INTERVENTION
OR SERIES OF COACHING
INTERVENTIONS, WE ARE
INCREASING CREDIT SCORES AND
DECREASING LOADS AND HELPING
PEOPLE BUILD ASSETS.
WE CAN SEE THAT THE DATA AND
SHARE WITH THE IMPACT IS
ACTUALLY HAVING WHICH TELLS US
WE ARE DOING A GOOD JOB AND
IMPACT.
>> RIGHT.
AND IT IS NOT JUST ON THE
PEOPLE, IT IS ON OUR COMMUNITY.
>> ABSOLUTELY.
HAPPENING RIGHT HERE ON OUR OWN
COMMUNITY AND I THINK IT IS
BECAUSE OUR APPROACH TO THE
COACHING SESSION.
NUMBERS.
OVER THE PAST THREE YEARS,
FREEDOM FIRST HAS HELD OVER 750
FINANCIAL EDUCATION SESSIONS
SERVING NEARLY 6000 MEMBERS
THROUGH FINANCIAL COUNSELING
AND GROUP SESSIONS OVER 500
ONE-ON-ONE COACHING SESSIONS.
SESSION LOOK LIKE?
>> WE STAY BUSY.
IT IS A VERY NONJUDGMENTAL.
WHAT WE ARE DOING IS HELPING
IDENTIFY WHAT THE GOALS ARE FOR
.
TRADITIONALLY, COUNSELING CHAT
SESSIONS HAVE ALWAYS BEEN MORE
OF A TO REGARD MENTALITY WHERE
I AM AN EXPERT, YOU FOLLOW ME
AND I AM GOING TO TELL YOU WHAT
.
WE DO IT A LITTLE DIFFERENTLY
WERE WE TREATED MORE LIKE A
RELATIONSHIP.
THE GOLFER IS SAYING HERE IS
WHAT I WANT TO DO, I WANT TO
ATTACK THE COURSE THIS WAY AND
THE CADDIE IS LIKE OKAY, MAYBE
THIS CLUB WOULD WORK BEST.
BY THE WAY, WATCH OUT FOR THAT
SAND BUNKER.
WE ARE THERE MORE MENTOR AND
COACH THEN REALLY BE THE
DRIVING FORCE.
>> I LOVE THAT.
IF SOMEBODY WANTS TO SIGN UP
WHAT IS THE PROCESS LIKE?
>> THEY CAN CONTACT US THROUGH
WE DO HAVE A FINANCIAL